Descripción del puesto

Role: Financial Planning Transformation Specialist

General Responsibility

Support the coordination and preparation of the Group´s future financial planning processes, ensuring the quality, consistency and timely availability of financial information. The role will contribute to automate processes that will allow a more agile global financial planning exercise and capture synergies from other business planning activities, both from a corporate and affiliates perspective. This position will work closely with Corporate and local finance teams, AI and automation finance teams, as well as other business stakeholders acting as a key link between all of them.

Specific Responsibilities

- The position will lead the functional design, coordination and continuous improvement of the integration between the demand planning environment (IBP) and the financial planning and reporting platform (BPC), ensuring that commercial assumptions and demand plans are translated into timely, consistent and reliable financial forecasts.
- Ensure the accuracy, integrity, consistency and completeness of data and flow throughout the end-to-end process, from source systems to the final planning and reporting platform.
- Implement the functional integration between IBP and BPC, ensuring that demand, volume, price, net sales, cost of sales and gross margin assumptions are appropriately connected and reconciled for different scenarios.
- Support the harmonization of master data, hierarchies and planning dimensions across the Group, including legal entities, products, customers, markets, profit & cost centers, WBS and other data dimensions. Define and maintain data mappings, understand transformation rules and logics, validation controls and reconciliation procedures between operational and financial planning systems.
- Reconcile data between source systems, identifying and resolving discrepancies, gaps or inconsistencies.
- Maintain close coordination and regular communication with Corporate and local Finance teams, IT as well as other key business stakeholders to ensure the successful design,



implementation and operation of data workflows and planning solutions.
- Monitor project progress, risks, dependencies and action plans, develop and monitor data-quality KPIs and controls to ensure that issues are properly followed up and escalated when required.
- Evaluate opportunities to apply automation, advanced analytics and generative AI to improve planning efficiency, data quality and user experience.
- Translate business and finance requirements into process improvements, system enhancements and automation initiatives in collaboration with IT.
- Support the testing, validation and implementation of new planning processes, system functionalities and data integrations to ensure that solutions meet business requirements before go-live.
- Document processes, business requirements, procedures and system functionalities to ensure appropriate knowledge, transfer and data homogenization across the Group.

Requirements and personal skills

Education:

- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Information Systems, Computer Science or a related field.
- A postgraduate qualification in Finance, Data Analytics, Business Intelligence, Digital Transformation or similar would be valued.

Experience:

- 5+ years of relevant professional experience in FP&A;, Controlling, Finance Transformation, Business Intelligence, Financial Systems, Data Management or IT/Finance consulting.
- Experience in multinational environments, ideally involving multiple legal entities, geographies, currencies and reporting requirements in the pharmaceutical, FMCG, manufacturing or similarly complex international business would be an advantage.




- Demonstrable experience participating in/or leading finance-process transformation, planning-system implementation or data-integration projects.

Specific Knowledge:

- Experience with data integration, ETL or data management tools would be an advantage (data extraction, transformation and loading processes between ERP, financial planning, reporting and business intelligence platforms)

- Knowledge of planning drivers connecting operational and financial plans (data mappings, transformation rules, master data, hierarchies, business rules and data validation controls).
- Knowledge of financial systems and enterprise platforms, such as SAP ERP/S/4HANA, SAP Analytics Cloud, Anaplan, OneStream, Tagetik, Power BI or similar solutions. preferably including SAP BPC.

Knowledge of SAP IBP would be highly valued.

- Familiarity with relational databases, SQL queries and data structures is desirable.
- Academic, training based or practical experience in projects related to AI, data models or machine learning would be considered an advantage.
- Exposure to automation technologies, workflow tools, data analytics, AI agents or generative AI applications in Finance is an advantage.

Personal skills:

- Highly analytical skills and focus on understanding the whole process of data driven and its business impacts.

- Ability to work effectively in cross – functional project teams. Comfortable discussing both financial processes and technical topics such as data models, interfaces and integration flows.
- Collaborative and proactive, with a strong sense of ownership.
- Process-oriented and committed to continuous improvement.
- Comfortable working across Finance, IT and international business teams.
- Able to manage multiple priorities, deadlines and dependencies.
- Adaptable, solution-oriented and open to change.
- Capable of influencing stakeholders and driving the adoption of new processes and tools.

Languages:

- Fluent Spanish and English, both written and spoken.

- Additional languages would be considered an advantage.

📌 Finance Planning Transformation Specialist (Madrid)
🏢 Insud Pharma
📍 Madrid